William George Franey
Investment adviser representative at The Wealth Alliance, LLC
12 yearsExperience
1 stateRegistered in
$2.1BFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- The Wealth Alliance, LLCAug 2019 to now
- Newtek Business Services Corp.Jul 2018 to Sep 2019
- UnemployedApr 2018 to Jun 2018
- Amerimerchant Holdings LLC dba CapifyOct 2014 to Mar 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (NY).
The Wealth Alliance, LLC
$2.1BAssets managed
1,232Clients
12Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2615090
- Firm CRD
- 305052